The FSA Spy market buzz – 4 April 2025
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HEAD-TO-HEAD: Investec versus JP Morgan
FSA compares two global mixed asset products: the Investec Global Multi Asset Income Fund and the JP Morgan Multi Income Fund.
Fees
The Investec fund’s ongoing charge (OCF) is 1.59%, while the JP Morgan fund’s OCF is 1.35%.
The peer median for global multi-asset funds is 1.74%, according to FE data.
Although both funds are priced cheaper, than the median, Ng believes that the JP Morgan’s OCF is very competitive.
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